本文系基于公开资料撰写,仅作为信息交流之用,不构成任何投资建议。出品|公司研究室基金组文|曲奇11月13日,A股市场再次创下近10年新高,各板块中表现最亮眼的无疑是锂电池。根据Wind的热力图,锂电池、电解液、锂矿、光伏、固态电池等板块涨幅居前。受益于储能等对锂电池需求的拉动,价格上涨正在锂电产业链中蔓延。相关电池产品价格上涨可能是行业爆发的主因。据报道,近期六氟磷酸锂市场报价高达15万元/吨,...
Source Link本文系基于公开资料撰写,仅作为信息交流之用,不构成任何投资建议。出品|公司研究室基金组文|曲奇11月13日,A股市场再次创下近10年新高,各板块中表现最亮眼的无疑是锂电池。根据Wind的热力图,锂电池、电解液、锂矿、光伏、固态电池等板块涨幅居前。受益于储能等对锂电池需求的拉动,价格上涨正在锂电产业链中蔓延。相关电池产品价格上涨可能是行业爆发的主因。据报道,近期六氟磷酸锂市场报价高达15万元/吨,...
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